Why Work with Retirement Resources?

Our "elevator pitch": Because of our unique Retire With More® Process and collaborative approach, more of your employees will retire with greater security than would otherwise be the case. We will accomplish this together, while carefully managing workload, costs and fiduciary risk. You will enjoy working with us, and you will sleep better at night knowing that your retirement plan is in good hands and in good shape.

Strong, long-term relationships

We have a very high client retention rate

Decades of experience

Jim and Patrick average over 28 years of relevant professional experience. We will both be working on your plan

Fiduciary services

We accept fiduciary status and acknowledge it in writing

We will implement, follow and carefully document a prudent investment processes

We can customize a package of services to meet virtually any need, at a cost that will pass any reasonableness test.

Committed to your success

Our motto is "Whatever it takes."

We share our success

We are committed to "moving the dial" on the national retirement savings crisis. We do so by writing and speaking openly to share information and ideas with employers and other members of the advisor community (competitors). This allows us to extend our reach beyond those plans with which we are working directly.

We support a variety of good causes, including those connected with: child nutrition, literacy, healthcare delivery, medical research, orphans, and those with disabilities.